Call us today on 01905 779697
investments-v5

Savings & Investments

Stocks and Share ISA’s (ISA allowance 2016-2017 is £15,240, rising to £20,000 in April 2017)

  • Investment Bonds
  • Investment Trusts
  • Offshore Investments
  • Onshore Investments
  • Inheritance Tax Planning

We can provide you with a clear structured investment strategy which begins with identifying your growth and/or income requirements and measuring your attitude to risk.

As an independent firm we are free to work with other specialist investment managers and offer an unbiased view on their suitability and capabilities.

Every individual has a different view of risk and the level (if any) to which they wish to expose their money. We therefore spend time establishing what risk means to every client and the timescale over which their investment should be structured, along with the many other personal considerations that have to be included in our in-depth review.

We offer a bespoke portfolio planning with a quarterly review which may be by email, phone or meeting or a combination of all throughout the year. We benchmark the portfolios and we build and monitor them for you, this ensures you know you are achieving value for money with your investments.

Regular review of your investments is crucial to maximise/protect your returns as stock markets fluctuate.

DO YOU REVIEW YOUR INVESTMENTS? Speak to us to find out more.

Click here to view or download our client agreement for investments, pensions and insurance services.

Need help or advice with your finances?

We offer a free initial consultation!